Transfer Associate Position Available In Shelby, Tennessee

Transfer Associate#25-64764
$21.38-$24.00 per hour
Memphis, TN
All On-site Job Description
Our Client, a Financial company, is looking for a Transfer Associate for their Memphis, TN/Hybrid location.

Responsibilities:

Reviews and approve client requests to transfer accounts to and from contra firms
Routinely make phone calls to the contra firms regarding status of transfers
Screens incoming or outgoing client requests and verifies all necessary legal documentation that accompanies the client signed documents
Scrutinizes information contained in all types of transfer forms and letters of authorization
Maintains detailed records/notes to ensure all client requests are completed within regulated time allotment
Reconciles client accounts accurately
Effectively creates and distributes client correspondence
Assists management to improve department productivity through participation in unit meetings, ongoing training and self-development
Answers mail, phone calls and email inquiries with exemplary Service 1st professionalism
Performs general clerical activities, including faxing, copying and filing
Assists other areas of the department with various functions when volume is high and/or staffing levels are low
Performs other duties and responsibilities as assigned

Requirements:

2+ years of recent administrative or client services experience within a professional office environment (not from healthcare)
Experience working in banking or financial services
Experience processing documents/ document management
Basic to intermediate skills with Microsoft Office Suite (Outlook, Word, Excel)
Willingness to go above and beyond for customers
Proactive problem solving skills
Ability to maintain a professional demeanor at all times
Strong written and verbal communication skills
Minimum of a High School Diploma/GED Completed Why Should You Apply?
Health Benefits
Referral Program
Excellent growth and advancement opportunities As an equal opportunity employer, ICONMA provides an employment environment that supports and encourages the abilities of all persons without regard to race, color, religion, gender, sexual orientation, gender identity or express, ethnicity, national origin, age, disability status, political affiliation, genetics, marital status, protected veteran status, or any other characteristic protected by federal, state, or local laws.